HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
663
New
Increased
Reduced
Closed

Top Buys

1
+$6.87M
2
+$592K
3
+$588K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$562K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$561K

Top Sells

1
+$6.76M
2
+$830K
3
+$799K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$779K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$772K

Sector Composition

1 Financials 5.49%
2 Healthcare 4.83%
3 Industrials 4.64%
4 Energy 3.89%
5 Technology 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$116K 0.06%
2,364
127
$115K 0.06%
4,495
+18
128
$113K 0.06%
7,487
129
$113K 0.06%
2,629
+735
130
$111K 0.06%
1,542
+806
131
$111K 0.06%
700
132
$107K 0.06%
815
133
$106K 0.05%
6,500
+200
134
$106K 0.05%
2,340
135
$106K 0.05%
+1,612
136
$105K 0.05%
1,227
137
$105K 0.05%
2,388
138
$104K 0.05%
1,732
139
$102K 0.05%
1,306
+6
140
$102K 0.05%
5,168
+2,575
141
$101K 0.05%
2,100
142
$101K 0.05%
467
+1
143
$100K 0.05%
2,573
+4
144
$99K 0.05%
571
+1
145
$98K 0.05%
2,244
+115
146
$97K 0.05%
600
147
$97K 0.05%
1,322
-96
148
$96K 0.05%
795
+37
149
$95K 0.05%
1,136
+7
150
$94K 0.05%
2,153
+48
4 5
6
7 8